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MGE Energy Inc
MGEE

198 hedge funds and large institutions have $1.55B invested in MGE Energy Inc in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $1.45B → $1.55B (+$99M)

2.43% more ownership

Funds ownership: 51.65% → 54.08% (+2.4%)

4% less funds holding

Funds holding: 207 → 198 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
198
Holders Change
-9
Holders Change %
-4.35%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
67
Reduced
58
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$70.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.77M
3
N
Nuveen
North Carolina
+$5.69M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$3.26M
5
Victory Capital Management
Victory Capital Management
Texas
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.5M
3
Millennium Management
Millennium Management
New York
-$5.38M
4
Walleye Capital
Walleye Capital
New York
-$2.65M
5
HF
HRT Financial
New York
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$4.23M -$656K -8,546 -14%
Bank of America
27
Bank of America
North Carolina
$3.99M -$1.09M -14,175 -22%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$3.72M -$5.5M -71,633 -60%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$3.64M +$96.1K +1,252 +3%
BCM
30
Bridgeway Capital Management
Texas
$3.62M +$384K +5,000 +12%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$3.48M -$103K -1,348 -3%
AllianceBernstein
32
AllianceBernstein
Tennessee
$2.99M – – –
US Bancorp
33
US Bancorp
Minnesota
$2.79M -$45.8K -596 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.75M +$4.99K +65 +0.2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$2.71M +$47.7K +621 +2%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$2.56M – – –
MWP
37
Madison Wealth Partners
Wisconsin
$2.38M +$4.22K +55 +0.2%
Deutsche Bank
38
Deutsche Bank
Germany
$2.29M -$2.28M -29,715 -51%
MAM
39
Martingale Asset Management
Massachusetts
$2.25M – – –
CS
40
Credit Suisse
Switzerland
$2.18M -$28.6K -373 -1%
MAM
41
Magellan Asset Management
Australia
$2.02M -$44.8K -584 -2%
AG
42
Algert Global
California
$1.82M – – –
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$1.76M -$686K -8,932 -29%
LPL Financial
44
LPL Financial
California
$1.65M +$102K +1,323 +7%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.64M -$85.8K -1,118 -5%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.61M +$53.5K +697 +4%
EP
47
Edgestream Partners
New Jersey
$1.57M +$1.52M +19,798 New
Macquarie Group
48
Macquarie Group
Australia
$1.53M -$59.6K -776 -4%
MIM
49
MetLife Investment Management
New Jersey
$1.5M +$15K +195 +1%
Wells Fargo
50
Wells Fargo
California
$1.5M +$541K +7,053 +59%
1
2
3 4 5

MGEE Hedge Fund Activity: Q2 2023 in Review

198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2023, worth a combined $1.55B — up 6.8% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MGEE and 16 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 67 added.

The largest buyer was First Trust Advisors, adding an estimated $70.1M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.55B of MGE Energy Inc stock for Q2 2023, up 6.8% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2023 and 24 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q2 2023 was First Trust Advisors, an estimated $70.1M added.
  • The largest MGE Energy Inc seller in Q2 2023 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2023.